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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
926
Whittier Trust
California
$546K +$368K +8,120 +207%
NSG
927
Nalls Sherbakoff Group
Tennessee
$544K -$153K -3,370 -22%
JCM
928
J2 Capital Management
Michigan
$544K -$1.22K -27 -0.2%
SAS
929
Stelac Advisory Services
New York
$543K -$26.4K -584 -5%
CFA
930
Collaborative Fund Advisors
Nevada
$541K -$524K -11,572 -49%
PW
931
PUREfi Wealth
Massachusetts
$540K +$113K +2,500 +27%
MBWA
932
Marin Bay Wealth Advisors
California
$538K +$634 +14 +0.1%
ASCM
933
Adkins Seale Capital Management
Louisiana
$535K – – –
TMWM
934
Taylor & Morgan Wealth Management
Michigan
$533K +$3.31K +73 +0.6%
DIA
935
Dana Investment Advisors
Wisconsin
$532K -$4.26K -94 -0.8%
AWP
936
Axis Wealth Partners
Rhode Island
$531K -$3.85K -85 -0.7%
BMM
937
Berkshire Money Management
Massachusetts
$529K -$196K -4,321 -27%
LA
938
LexAurum Advisors
Kansas
$528K +$20.3K +448 +4%
TFS
939
Thoroughbred Financial Services
Tennessee
$527K +$527K +11,628 New
KIG
940
Kessler Investment Group
Indiana
$527K +$117K +2,573 +28%
NWA
941
Navis Wealth Advisors
New York
$524K – – –
OWA
942
OakTrust Wealth Advisors
Connecticut
$523K +$861 +19 +0.2%
LSPW
943
Lake Street Private Wealth
Illinois
$522K +$200K +4,424 +62%
SA
944
Strategic Advisors
New York
$521K -$23.4K -517 -4%
CPL
945
CAP Partners LLC
Tennessee
$521K -$41.2K -910 -7%
RPCONE
946
Retirement Planning Company of New England
Rhode Island
$521K +$5.66K +125 +1%
APW
947
Axim Planning & Wealth
Ohio
$521K -$30K -662 -5%
TFA
948
Teamwork Financial Advisors
Texas
$517K +$48.6K +1,073 +10%
RWM
949
Ritholtz Wealth Management
New York
$516K +$147K +3,240 +40%
CMAI
950
Capital Management Associates Inc
Minnesota
$514K +$1.86K +41 +0.4%
36 37
38
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